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Semtech (SMTC) Competitors

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$139.42 0.00 (0.00%)
Closing price 08/7/2026 04:00 PM Eastern
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$141.97 +2.55 (+1.83%)
As of 07:41 AM Eastern
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SMTC vs. AEIS, MKSI, MPWR, MTSI, and ANET

Should you buy Semtech stock or one of its competitors? MarketBeat compares Semtech with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Semtech include Advanced Energy Industries (AEIS), MKS (MKSI), Monolithic Power Systems (MPWR), MACOM Technology Solutions (MTSI), and Arista Networks (ANET). These companies are all part of the "technology" sector.

How does Semtech compare to Advanced Energy Industries?

Advanced Energy Industries (NASDAQ:AEIS) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the better investment? We will contrast the two companies based on the strength of their institutional ownership, media sentiment, valuation, earnings, analyst recommendations, profitability, risk and dividends.

99.7% of Advanced Energy Industries shares are held by institutional investors. 1.3% of Advanced Energy Industries shares are held by insiders. Comparatively, 0.4% of Semtech shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Advanced Energy Industries has a net margin of 10.77% compared to Semtech's net margin of -3.05%. Advanced Energy Industries' return on equity of 20.75% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Advanced Energy Industries10.77% 20.75% 10.39%
Semtech -3.05%18.31%7.25%

In the previous week, Advanced Energy Industries had 22 more articles in the media than Semtech. MarketBeat recorded 28 mentions for Advanced Energy Industries and 6 mentions for Semtech. Semtech's average media sentiment score of 1.56 beat Advanced Energy Industries' score of 1.33 indicating that Semtech is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Advanced Energy Industries
17 Very Positive mention(s)
4 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Advanced Energy Industries has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Advanced Energy Industries, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Advanced Energy Industries$1.80B7.24$148.40M$5.3660.64
Semtech$1.05B12.37-$40.38M-$0.39N/A

Advanced Energy Industries presently has a consensus price target of $409.50, suggesting a potential upside of 25.99%. Semtech has a consensus price target of $189.07, suggesting a potential upside of 35.61%. Given Semtech's higher possible upside, analysts clearly believe Semtech is more favorable than Advanced Energy Industries.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Advanced Energy Industries
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78

Advanced Energy Industries has a beta of 1.29, meaning that its stock price is 29% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market.

Summary

Advanced Energy Industries beats Semtech on 11 of the 16 factors compared between the two stocks.

How does Semtech compare to MKS?

MKS (NASDAQ:MKSI) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, earnings, valuation, profitability, risk and dividends.

MKS has a beta of 1.98, suggesting that its stock price is 98% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, suggesting that its stock price is 135% more volatile than the broader market.

MKS has a net margin of 10.15% compared to Semtech's net margin of -3.05%. MKS's return on equity of 24.72% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
MKS10.15% 24.72% 7.80%
Semtech -3.05%18.31%7.25%

MKS has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than MKS, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
MKS$3.93B5.24$295M$6.2748.64
Semtech$1.05B12.37-$40.38M-$0.39N/A

In the previous week, MKS had 31 more articles in the media than Semtech. MarketBeat recorded 37 mentions for MKS and 6 mentions for Semtech. Semtech's average media sentiment score of 1.56 beat MKS's score of 0.65 indicating that Semtech is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
MKS
8 Very Positive mention(s)
6 Positive mention(s)
13 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

99.8% of MKS shares are held by institutional investors. 0.6% of MKS shares are held by company insiders. Comparatively, 0.4% of Semtech shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

MKS presently has a consensus price target of $385.00, suggesting a potential upside of 26.23%. Semtech has a consensus price target of $189.07, suggesting a potential upside of 35.61%. Given Semtech's higher probable upside, analysts clearly believe Semtech is more favorable than MKS.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
MKS
1 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.81
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78

Summary

MKS beats Semtech on 11 of the 16 factors compared between the two stocks.

How does Semtech compare to Monolithic Power Systems?

Semtech (NASDAQ:SMTC) and Monolithic Power Systems (NASDAQ:MPWR) are both large-cap technology companies, but which is the better stock? We will contrast the two companies based on the strength of their earnings, institutional ownership, media sentiment, profitability, analyst recommendations, risk, valuation and dividends.

Semtech has a beta of 2.35, indicating that its share price is 135% more volatile than the broader market. Comparatively, Monolithic Power Systems has a beta of 1.69, indicating that its share price is 69% more volatile than the broader market.

In the previous week, Monolithic Power Systems had 14 more articles in the media than Semtech. MarketBeat recorded 20 mentions for Monolithic Power Systems and 6 mentions for Semtech. Semtech's average media sentiment score of 1.56 beat Monolithic Power Systems' score of 0.72 indicating that Semtech is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
Monolithic Power Systems
7 Very Positive mention(s)
8 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Semtech presently has a consensus price target of $189.07, indicating a potential upside of 35.61%. Monolithic Power Systems has a consensus price target of $1,705.82, indicating a potential upside of 21.71%. Given Semtech's higher possible upside, equities analysts clearly believe Semtech is more favorable than Monolithic Power Systems.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78
Monolithic Power Systems
0 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.93

93.5% of Monolithic Power Systems shares are owned by institutional investors. 0.4% of Semtech shares are owned by insiders. Comparatively, 3.6% of Monolithic Power Systems shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Monolithic Power Systems has a net margin of 24.41% compared to Semtech's net margin of -3.05%. Monolithic Power Systems' return on equity of 22.31% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech-3.05% 18.31% 7.25%
Monolithic Power Systems 24.41%22.31%18.67%

Monolithic Power Systems has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Monolithic Power Systems, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B12.37-$40.38M-$0.39N/A
Monolithic Power Systems$2.79B24.68$621.48M$16.3185.93

Summary

Monolithic Power Systems beats Semtech on 12 of the 16 factors compared between the two stocks.

How does Semtech compare to MACOM Technology Solutions?

Semtech (NASDAQ:SMTC) and MACOM Technology Solutions (NASDAQ:MTSI) are both large-cap technology companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, media sentiment, profitability, risk, earnings, analyst recommendations, dividends and valuation.

Semtech has higher earnings, but lower revenue than MACOM Technology Solutions. Semtech is trading at a lower price-to-earnings ratio than MACOM Technology Solutions, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Semtech$1.05B12.37-$40.38M-$0.39N/A
MACOM Technology Solutions$1.16B20.37-$54.21M$3.1199.94

In the previous week, MACOM Technology Solutions had 19 more articles in the media than Semtech. MarketBeat recorded 25 mentions for MACOM Technology Solutions and 6 mentions for Semtech. Semtech's average media sentiment score of 1.56 beat MACOM Technology Solutions' score of 1.09 indicating that Semtech is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Semtech
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
MACOM Technology Solutions
12 Very Positive mention(s)
7 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

MACOM Technology Solutions has a net margin of 20.70% compared to Semtech's net margin of -3.05%. Semtech's return on equity of 18.31% beat MACOM Technology Solutions' return on equity.

Company Net Margins Return on Equity Return on Assets
Semtech-3.05% 18.31% 7.25%
MACOM Technology Solutions 20.70%17.82%12.01%

76.1% of MACOM Technology Solutions shares are owned by institutional investors. 0.4% of Semtech shares are owned by company insiders. Comparatively, 0.4% of MACOM Technology Solutions shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Semtech presently has a consensus target price of $189.07, indicating a potential upside of 35.61%. MACOM Technology Solutions has a consensus target price of $331.36, indicating a potential upside of 6.61%. Given Semtech's higher probable upside, equities research analysts clearly believe Semtech is more favorable than MACOM Technology Solutions.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78
MACOM Technology Solutions
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79

Semtech has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market. Comparatively, MACOM Technology Solutions has a beta of 1.7, meaning that its stock price is 70% more volatile than the broader market.

Summary

MACOM Technology Solutions beats Semtech on 9 of the 16 factors compared between the two stocks.

How does Semtech compare to Arista Networks?

Arista Networks (NYSE:ANET) and Semtech (NASDAQ:SMTC) are both large-cap technology companies, but which is the superior business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, risk, institutional ownership, media sentiment, valuation, dividends and profitability.

Arista Networks has higher revenue and earnings than Semtech. Semtech is trading at a lower price-to-earnings ratio than Arista Networks, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Arista Networks$9.01B26.41$3.51B$3.1759.50
Semtech$1.05B12.37-$40.38M-$0.39N/A

Arista Networks has a net margin of 38.37% compared to Semtech's net margin of -3.05%. Arista Networks' return on equity of 30.65% beat Semtech's return on equity.

Company Net Margins Return on Equity Return on Assets
Arista Networks38.37% 30.65% 19.44%
Semtech -3.05%18.31%7.25%

82.5% of Arista Networks shares are held by institutional investors. 2.7% of Arista Networks shares are held by insiders. Comparatively, 0.4% of Semtech shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

In the previous week, Arista Networks had 90 more articles in the media than Semtech. MarketBeat recorded 96 mentions for Arista Networks and 6 mentions for Semtech. Semtech's average media sentiment score of 1.56 beat Arista Networks' score of 0.74 indicating that Semtech is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Arista Networks
46 Very Positive mention(s)
14 Positive mention(s)
20 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Positive
Semtech
5 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Arista Networks presently has a consensus price target of $226.05, suggesting a potential upside of 19.85%. Semtech has a consensus price target of $189.07, suggesting a potential upside of 35.61%. Given Semtech's higher possible upside, analysts clearly believe Semtech is more favorable than Arista Networks.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Arista Networks
0 Sell rating(s)
1 Hold rating(s)
23 Buy rating(s)
1 Strong Buy rating(s)
3.00
Semtech
1 Sell rating(s)
3 Hold rating(s)
13 Buy rating(s)
1 Strong Buy rating(s)
2.78

Arista Networks has a beta of 1.6, meaning that its stock price is 60% more volatile than the broader market. Comparatively, Semtech has a beta of 2.35, meaning that its stock price is 135% more volatile than the broader market.

Summary

Arista Networks beats Semtech on 13 of the 16 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SMTC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SMTC vs. The Competition

MetricSemtechSemiconductors & Semiconductor Equipment IndustryTechnology SectorNASDAQ Exchange
Market Cap$12.99B$105.38B$29.91B$12.99B
Dividend YieldN/A1.50%2.73%10.20%
P/E Ratio-357.4993.8075.9725.05
Price / Sales12.3797.76597.92107.93
Price / Cash84.2169.4150.5137.44
Price / Book23.4711.438.176.43
Net Income-$40.38M$1.86B$679.76M$348.10M
7 Day Performance17.08%6.43%3.10%2.66%
1 Month Performance2.42%-3.33%0.29%-0.85%
1 Year Performance174.18%166.99%203.19%23.96%

Semtech Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMTC
Semtech
4.0726 of 5 stars
$139.42
flat
$189.07
+35.6%
+174.2%$12.99B$1.05BN/A1,920
AEIS
Advanced Energy Industries
4.8153 of 5 stars
$296.38
+2.4%
$404.25
+36.4%
+115.5%$11.01B$1.80B62.4013,000
MKSI
MKS
4.8922 of 5 stars
$309.98
+4.2%
$383.57
+23.7%
+206.9%$20.09B$3.93B64.8510,300
MPWR
Monolithic Power Systems
4.5948 of 5 stars
$1,344.37
-5.7%
$1,705.82
+26.9%
+74.3%$70.06B$2.79B82.434,501
MTSI
MACOM Technology Solutions
3.9804 of 5 stars
$256.10
+1.9%
$330.45
+29.0%
+157.0%$19.18B$967.26M110.872,000

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This page (NASDAQ:SMTC) was last updated on 8/10/2026 by MarketBeat.com Staff.
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